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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

643 hedge funds and large institutions have $10.8B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 290 increasing their positions, 167 reducing their positions, and 29 closing their positions.

Holders
643
Holders Change
+25
Holders Change %
+4.05%
% of All Funds
9.3%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1%
New
64
Increased
290
Reduced
167
Closed
29
Calls
$1.37M
Puts
$17K
Net Calls
+$1.36M
Net Calls Change
+$880K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$106M
2
LPL Financial
2
LPL Financial
California
$932M
3
WIA
3
World Investment Advisors
California
$60.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$79.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$697M

Top Sellers

1
ERSOT
1
Employees Retirement System of Texas
Texas
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$171M
3
HC
3
Hamilton Capital
Ohio
$544M
4
C
4
Certuity
Florida
$9.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
651
Redhawk Wealth Advisors
Minnesota
– -$468K -6,000 Closed
Tudor Investment Corp
652
Tudor Investment Corp
Connecticut
– -$355K -4,554 Closed
I
653
INVST
Indiana
– -$311K -3,980 Closed
CA
654
Calton & Associates
Florida
– -$293K -3,748 Closed
OLA
655
Oliver Luxxe Assets
New Jersey
– -$262K -3,352 Closed
MWM
656
Maripau Wealth Management
Indiana
– -$211K -2,697 Closed
SA
657
Scarborough Advisors
Maryland
– -$154K -1,974 Closed
IAIM
658
International Assets Investment Management
Florida
– -$103K -1,316 Closed
RIA
659
Realta Investment Advisors
Delaware
– -$87K -1,115 Closed
MPWT
660
MassMutual Private Wealth & Trust
Connecticut
– -$52.1K -667 Closed
LIA
661
Lynx Investment Advisory
District of Columbia
– -$47.6K -610 Closed
OWA
662
Opal Wealth Advisors
New York
– -$36.5K -467 Closed
FLPIM
663
F.L. Putnam Investment Management
Massachusetts
– -$31.2K -400 Closed
HPC
664
HM Payson & Co
Maine
– -$26.4K -338 Closed
PAI
665
Pittenger & Anderson Inc
Nebraska
– -$13.8K -177 Closed
FNWA
666
Financial Network Wealth Advisors
Utah
– -$11.7K -150 Closed
JGIA
667
Jackson Grant Investment Advisers
Connecticut
– -$10.5K -135 Closed
SFA
668
Semmax Financial Advisors
North Carolina
– -$8.56K -109 Closed
OLVIG
669
Oliver Lagore Vanvalin Investment Group
Michigan
– -$7.81K -100 Closed
MIFH
670
Migdal Insurance & Financial Holdings
Israel
– -$7K -85 Closed
GI
671
Gradient Investments
Minnesota
– -$3.75K -48 Closed
HT
672
Headlands Technologies
Illinois
– -$3.2K -41 Closed
PCWA
673
Pacific Capital Wealth Advisors
California
– -$546 -7 Closed
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